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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$318M
2
American Century Companies
American Century Companies
Missouri
+$212M
3
UMC
UNC Management Company
North Carolina
+$198M
4
FM
Forward Management
California
+$118M
5
Goldman Sachs
Goldman Sachs
New York
+$86.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$498M
2
Bank of America
Bank of America
North Carolina
-$488M
3
BlackRock
BlackRock
New York
-$459M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
401
Cerity Partners
New York
$3.51M +$215K +4,877 +7%
AI
402
Atria Investments
North Carolina
$3.5M -$485K -2,920 -12%
HCM
403
HM Capital Management
Missouri
$3.49M -$33.5K -202 -1%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$3.49M +$271K +1,634 +8%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$3.47M +$148K +889 +4%
RZH
406
Relyea Zuckerberg Hanson
Connecticut
$3.47M +$528K +3,181 +18%
1IA
407
1834 Investment Advisors
Wisconsin
$3.47M -$173K -1,041 -5%
OWM
408
Opes Wealth Management
California
$3.47M -$54.8K -330 -2%
IC
409
IEQ Capital
California
$3.46M +$895K +5,393 +35%
OCM
410
One Capital Management
California
$3.44M -$30.5K -184 -0.9%
CWA
411
Cornerstone Wealth Advisors
Minnesota
$3.44M -$42.7K -257 -1%
CWP
412
CFM Wealth Partners
Texas
$3.42M +$1.51M +9,068 +79%
SW
413
SlateStone Wealth
Florida
$3.37M +$801K +4,826 +31%
EWM
414
EPG Wealth Management
Georgia
$3.35M +$13.4K +81 +0.4%
OIA
415
OneDigital Investment Advisors
Kansas
$3.35M -$124K -746 -4%
MAM
416
MMA Asset Management
Pennsylvania
$3.35M +$1.41M +9,220 +73%
BWM
417
BigSur Wealth Management
Florida
$3.34M – – –
BFG
418
Beacon Financial Group
Texas
$3.31M +$10.9K +65 +0.3%
SWM
419
Southern Wealth Management
Texas
$3.29M -$32K -193 -1%
JWCA
420
J.W. Cole Advisors
Florida
$3.29M +$6.31K +38 +0.2%
SI
421
Saxon Interests
Texas
$3.27M +$1.91M +11,514 +141%
QC
422
Quent Capital
New York
$3.23M +$953K +5,743 +42%
SWA
423
SOA Wealth Advisors
New York
$3.22M +$55.9K +337 +2%
SWA
424
Stratos Wealth Advisors
Ohio
$3.22M +$2.25M +13,575 +234%
SBL
425
Sargent Bickham Lagudis
Colorado
$3.2M +$2.77M +16,699 +655%
15 16
17
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